Introduction
Today I will teach you, step by step, how to build a stock-market portfolio. This is my personal, real life project based on hands on experience, and I will guide you through the entire process in a clear, simple, and practical way so you can create your own portfolio with confidence.Before we begin, please do not take this blog negatively or use it for any bad purpose. This is only for educational purposes, and today I am here to guide you.First of all, let’s see what you will need. You can do this work using two software –
- MS Excel
- Google Sheets
Today, I will teach you how to create it using Google Sheets.
Before that, let me explain what a stock market portfolio is. A stock market portfolio is such a portfolio that allows you to understand your stock market career at a glance whether you are in loss or in profit.We create our own portfolio in the stock market to understand it clearly and view everything at a glance. In the next paragraph, I will explain what a stock market portfolio actually is.
What is a Stock Market Portfolio ?
According to me, a stock market portfolio is a type of project through which you can clearly see everything at a glance such as last year’s profit and loss, market highs and lows, market capitalization, portfolio value, and 52 week high and low. By looking at it, you can instantly understand how much profit or loss you have made. This is what we call a stock market portfolio.
Why You Need a Portfolio ?
It is important for everyone to know why we create a stock market portfolio. When we buy any stock in the stock market, it appears in our current portfolio, but if we buy multiple stocks or shares in bulk, they are shown under total investment. Many investors who have been in the market for a long time often cannot manage their stocks properly, especially when they have 500 or more stocks. To keep track of all these investments, we create a stock market portfolio. Every investor needs one, and we usually make it professionally in Excel or Google Sheets. That is why we create a stock market portfolio.
Steps to Build a Stock Market Portfolio
Step – 1 (Open Google Sheets & Create a Project Name )
Credit – It’s My own Project
Step 2 – ( Create Your own Introduction Page )
Credit – It’s My own Project
Step 3 – ( Collect row data if you are a student )
Credit – It’s my own project
For educational pourpose – Download raw data Site – https://www.screener.in/
step 4 – ( Create A portfolio Sheet & Collect your investment data )
1.
2.
Credit – It’s my own project
Step 5 – ( Create A Professional Looking Dashboard )
Credit – It’s My own Project
Showing Your Total Profit ,Total Losses, Total day profit , total Year profit
Total profit = ₹3,521,830
My total investment = ₹13,546,238
Step 6 – (And last of all, create a professional-looking Graphs Sheet )
Credit – It’s My own Project
Congratulations! You have successfully created your stock market portfolio.
Example of a Beginner Portfolio
| Category | Example Stocks | Allocation | Amount |
|---|---|---|---|
| Large cap | HDFC Bank, Infosys | 40% | ₹4,000 |
| Mid cap | Voltas, Apollo Hospitals | 30% | ₹3,000 |
| Small cap | MapmyIndia, KPIT | 20% | ₹2,000 |
| ETF/Fund | Nifty50 ETF | 10% | ₹1,000 |
Total investment = ₹10,000
It’s a dummy data .
Conclusion
The process of building a stock market portfolio has provided valuable insights into the principles of investment management, risk diversification, and financial planning. Through this project, I have learned how to analyze various companies, evaluate their financial performance, and allocate funds strategically across different sectors to achieve an optimal balance between risk and return. Creating a diversified portfolio not only helps in minimizing potential losses but also enhances long-term wealth-building opportunities. This project has also emphasized the importance of continuous monitoring, market research, and disciplined investing.In conclusion, developing a stock market portfolio has strengthened my understanding of financial markets and improved my decision-making skills as an investor. It has been a practical and insightful experience that will be beneficial for my future career in finance and investment management.
FAQs
1. What is a stock market portfolio?
ANS: A stock market portfolio is a collection of all your stock investments that helps you track profit, loss, and performance at a glance. It shows your overall position in the market.
2. Can I build a stock market portfolio without any software?
ANS: Yes, you can maintain a basic portfolio manually on paper. However, using Google Sheets or MS Excel makes it easier to calculate profit, loss, and total investment automatically.
3. Is this blog providing financial advice?
ANS: No. This blog is created only for educational and informational purposes. The author is not a certified financial advisor, and all examples are for learning only.
Disclaimer
The information, analysis, and interpretations presented in this project are prepared solely for academic and educational purposes. They are based on publicly available data, personal research, and assumptions made for illustrative understanding.
This project does not constitute financial or investment advice, and the author is not a certified financial advisor. Stock market investments are subject to market risks, and actual results may vary due to market fluctuations and economic conditions.
Readers are strongly advised to conduct their own research or consult a qualified financial professional before making any investment decisions. The author and institution shall not be held responsible for any financial loss or consequences arising from the use of the information provided in this report.
